Nina Fahy is the Head of North American Natural Gas at Energy Aspects. Her work at Energy Aspects centres on enhancing the fundamentals analysis of the U.S., Canadian and Mexican markets. Prior to joining Energy Aspects, Nina worked as a North American gas analyst for PIRA for eight years, where she analysed near-term supply and demand fundamentals. Previously, she worked in the institutional investment management practice at Greenwich Associates in Greenwich, CT. Nina is a summa cum laude graduate from Tufts University with a BA in political science and Russian and East European studies. She also holds an MS in Political Science from the Massachusetts Institute of Technology. She is a member of Phi Beta Kappa.
Today’s report (week ended 5 Oct): EIA: +90 bcf, EA: +92 bcfToday’s report ended the two-week streak of wide misses vs consensus. To align with today’s build, we made a minor upward adjustment to power burn.Next Thursday’s report (week ending 12 Oct): EA preliminary: +80 bcfThere is no major shif..
Thursday’s EIA report (week ended 5 Oct) – EA Final Estimate: +92 bcfWe forecast Thursday’s EIA report will show an injection of 92 bcf. Total US production fell by 0.3 bcf/d w/w as Appalachia receipts dropped, by 0.5 bcf/d w/w, to 29.2 bcf/d, the region’s lowest weekly average since August. Outp..
Today’s report (week ended 28 Sep): EIA: +98 bcf, EA: +87 bcfToday’s report once more was outside the range of consensus. To align with today’s balances, we had to lower our estimate for gas-fired power burn by 1.3 bcf/d. Given that today’s release was the last for the reporting month, it could b..
Thursday’s EIA report (week ended 28 Sep)—EA Final Estimate: +87 bcfWe forecast Thursday’s EIA report will show an injection of 87 bcf. This represents a 41 bcf w/w rise in the injection rate, after power burn fell by 5.0 bcf/d w/w to 33.5 bcf/d. A late September bout of heat eased early in the r..